partnerScore 45/100Research
Vertiv partnering with Caterpillar and Oaklo on 'bring your own power' (BYOP) solutions; positioning for behind-the-meter data center power systems
Giordano Albertazzi· Vertiv· AI· 2026-05-01· about Vertiv Holdings; Caterpillar; Oaklo (VRT)
“we talked uh about partnerships uh today remember the partnership uh we have with Caterpillar with uh Oaklo. So in various shapes and form uh bring your own power is a very is a very important part of the data center equation especially in uh in the US.”
Why it matters
Vertiv is integrating on-site power generation (via Caterpillar and Oaklo partnerships) into data center offerings, signaling that behind-the-meter power is now a critical competitive capability. This expands Vertiv's TAM into power systems integration.
Investment implication
Caterpillar and Oaklo gain data center power system opportunities. Power conditioning, battery storage, and microgrid control companies should see elevated demand. Companies offering power-thermal co-design solutions are well-positioned.